HEATHER WALLACE
Rockwall,TX
Summary
Personable Office Administrator with 10 plus years of experience prioritizing multiple tasks requiring prompt solutions. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.
Overview
9
9
years of professional experience
Work History
Lease Administrator
RecNation Boat & RV Storage
Wylie, TX
05.2023 - Current
- Work with the Integration team to send Lease documents for new site acquisitions
- Assist with outbound customer calls to obtain updated payment information for new site acquisitions
- Make outbound integration calls and send follow-up correspondence (e.g
- Email/text messages, letters, etc.) for outstanding leases
- Make outbound collection calls and receive inbound collection calls from customers on past due accounts
- Work with the Customer Success team to resolve customer disputes; create and revise invoices and credit memos as needed
- Manage billing correspondence, including telephone calls and emails on all payment inquiries
- Monitor customer payment databases daily for current receivable status
- Maintain consistent collection efforts and updated collection notes/correspondence
- Distribute notices to vacate and notices of claim for delinquent tenants
- Manage and execute procedures for towing, abandonment, eviction and foreclosure
- Maintain up-to-date knowledge of standard self-storage lease provisions for every operating jurisdiction
- Process CC/ACH/check payments
- Prepare weekly collections report and assist in collection of aged receivables
Realtor
Liberty Realty, Realtor
Rockwall, TX
09.2017 - Current
- Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
- Determine clients’ needs and financials abilities to propose solutions that suit them
- Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
- Perform comparative market analysis to estimate properties’ value
- Display and market real property to possible buyers
- Prepare necessary paperwork (contracts, leases, deeds, closing statements etc)
- Manage property auctions or exchanges
- Maintain and update listings of available properties
- Cooperate with appraisers, escrow companies, lenders and home inspectors
- Develop networks and cooperate with attorneys, mortgage lenders and contractors
- Promote sales through advertisements, open houses and listing services
- Remain knowledgeable about real estate markets and best practices
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
Office Administrator
Glass Land and Home
Paris, TX
06.2021 - 08.2022
- Oversee all aspects of sellers transactions from initial contact to executed purchase agreement
- Create & update a business operations manual and all job descriptions/employment contracts for any future hires
- Coordinate the purchasing of any office equipment, marketing materials and any other business related supplies and materials
- Create & manage all systems for sellers, buyers, client database management, lead generation tracking, lead follow-up & all office administration
- Manage & update agent website(s), blog(s) and online listings
- Oversee all aspects of buyer & seller transactions from executed purchase agreement to closing
- Answers all incoming mail and phone calls
- Delivers all bank deposits to banks every week
- Regularly update & maintain communication with clients, agents, title officers, lenders etc.
- Interacted with customers by phone, email, or in-person to provide information.
Mortgage Loan Analyst
AMERISAVE MORTGAGE
Remote
08.2020 - 05.2021
- Analyze all loan transactions and ensure adherence to all policies and procedures and evaluate all commercial loan operations and document all processes
- Assessed loan portfolios for compliance with underwriting policies.
- Assist to reconcile all wire accounts and maintain accuracy of all information and ensure timely resolutions for all issues
- Coordinate with commercial loan customers and manage all communication with customers
- Perform an audit according to loan guidelines and prepare all reports for all returned mail
- Analyze all bank risk and ensure compliance to all bank policies and procedures and collaborate with financial analysts to maintain accuracy in all investor approved loans
- Collaborate with underwriting staff and analyze all delivery requirements and maintain all documents as per all loan policies and perform audit on loan approval sheet for various documents
- Evaluate all documents and assist in closing of all processes and manage all loan portfolios and ensure accuracy of information
- Design all specifications for all database systems and provide update and prepare required reports and evaluate all loan applications and perform credit review on a regular basis
- Manage all underwriting queries from all processors and loan officers and perform final checks prior approval
- Prepare all reports and systems and manage all pipeline clients and coordinate with underwriting leaders to facilitate loan decisions
- Ensure compliance to all local and federal fair laws and prepare and submit all mortgage applications and evaluate all findings for all applications
Office Administrator
Chapa Specialty Services
Melissa, TX
06.2016 - 06.2020
- Oversee all aspects of buyer & seller transactions from executed purchase agreement to closing
- Coordinate title/escrow, mortgage loan and appraisal processes
- Coordinate inspections, assist in negotiations regarding repairs, and coordinate completion of repairs
- Regularly update & maintain communication with clients, agents, title officer, lender etc
- Submit all necessary documentation to the office broker for file compliance
- Coordinate moving/possession schedules
- Schedule, coordinate & attend closing process
- Input all client information into the client database system
- Schedule 30 Day, 90 Day & 120 Day client customer service follow up calls to assist with any home improvement provider recommendations and to ask for referrals
- Schedule and organize personal marketing advertising on a monthly basis to ensure constant personal marketing
- Locate vendors to produce and distribute marketing materials and request prices from them, assuring the best quality products for the best prices
- Maintain routine contacts with graphic designers, printers, mailers and other vendors to ensure that deadlines are met
- Keep track of production, billing and shipping dates for advertising materials such as flyers and brochures
- Enter new contact names, addresses, and emails from information requests, open house guest books and other sources in our database
- Make address corrections as they are received in Top Producer, Rapattoni or other databases
- Track and execute a mailing schedule using Top Producer to synch with your database to create merged letters and other correspondence
- Create marketing materials with agents such as writing copy for a newsletter or use a pre-designed newsletter from CRS
- Irongate or Realty Times
- Respond to phone requests for information about your services by sending standardized packages of information
- Follow up on marketing materials with phone calls to make sure that customers received the letters and see if they are a current prospect for us to contact
- Carry out clerical tasks or arrange for others to do such tasks as stuffing envelopes and getting new postage in the meter.
- Interacted with customers by phone, email, or in-person to provide information.
Accounts Receivable/Medical Coding and Billing Specialist
MCKESSON
Greenville, TX
04.2014 - 06.2016
- Develops, understands and implements strategies for customer specific issues
- Utilize strong problem solving skills, attention to detail to identify, communicate and resolve issues
- Understand and support the achievement of department financial goals
- Perform work in accordance with standard accounting principles and an overall adherence to company policy
- Working directly with the insurance company, healthcare provider, and patient to get a claim processed and paid
- Reviewing and appealing unpaid and denied claims
- Verifying patients’ insurance coverage and answering patients' billing questions
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Processed insurance company denials by auditing patient files, researching procedures, and diagnostic codes to determine proper reimbursement.
Education
No Degree - Nursing
Paris Junior College
Paris, TXReal Estate
Colibri Real Estate LLC
Remote03.2017
High School Diploma -
Rockwall High School
Rockwall, TX08.2011
Skills
- Strong verbal and written communication skills
- Proven ability to deal promptly with emergency situations
- Able to multitask, prioritize and flexible with changing business requirements
- Precise attention to detail
- Proficient in all Microsoft programs
- Proven ability to meet deadlines with precise assignments
- High attention to detail
- CRM knowledge
- Intuit QuickBooks
- Leasing and Sales
- Cash Handling
- QuickBooks and Sage 50
- Corporate Policies and Procedures
- Professional Relationships
Timeline
Lease Administrator
RecNation Boat & RV Storage
05.2023 - Current
Office Administrator
Glass Land and Home
06.2021 - 08.2022
Mortgage Loan Analyst
AMERISAVE MORTGAGE
08.2020 - 05.2021
Realtor
Liberty Realty, Realtor
09.2017 - Current
Office Administrator
Chapa Specialty Services
06.2016 - 06.2020
Accounts Receivable/Medical Coding and Billing Specialist
MCKESSON
04.2014 - 06.2016
No Degree - Nursing
Paris Junior College
Real Estate
Colibri Real Estate LLC
High School Diploma -
Rockwall High School